Mlp Se · XETR:MLP
Mlp — German Corporate Conference 2025
18 slides from Mlp's conference presentation, Jan 23, 2025
Slide 1: German Corporate Conference
Kurzpositionierung: „A leading financial advisory network for Private/family and corporate clients“ Mit Annika in Abstimmung zur Anpassung der Folie German Corporate Conference Frankfurt January 23, 2025
Slide 2: Highlights MLP Group
Highlights MLP Group • Broad and strategically interlinked positioning of the MLP Group is taking effect and shows its future potential, supported by overall trends • MLP Group listed in SDAX – Attractive dividend policy • Key figures growing towards planning figures 2025 – assets under management n
Slide 3: Agenda: MLP at a Glance
Agenda German Corporate Conference 1 | MLP AT A GLANCE 3
Slide 4: Business model
Business model a leading financial advisory network Wealth Using the opportunities Family & Creating sustainable, of digitalisation Corporate additional value Clients Property & Life & Casualty Health 1 | MLP AT A GLANCE 4
Slide 5: Strong trends encourage growth path
Strong trends encourage growth path INFLATION increases demand for GROWING WEALTH, MORE ASSET financial consulting in various SUCCESSIONS increases demand competence fields for wealth management with a diversified portfolio DEMOGRAPHIC DEVELOPMENT increasingly generates need for DIGITALISATION impro
Slide 6: Digitalisation strategy: Client and consultant portal as a competitive advantage
Digitalisation strategy: Client and consultant portal as a competitive advantage Digital complement to the personal client relationship Digital financial overview Personal consulting facilitated thanks to Financial Home by the Consultant Portal Presentation and management of the Gap analysis of cust
Slide 7: Total revenue shows continuous growth story
Total revenue shows continuous growth story Total X revenue of the MLP Group Recurring X Revenue inx € million Proportion x of sales revenue 949 973 935 30% 767 2005 564 68% 2023 2005 2020 2021 2022 2023 *Compound Annual Growth Rate over the period of FY 2020 to FY 2023 1 | MLP AT A GLANCE 7
Slide 8: MLP SE – attractive dividend policy & valuation
MLP SE – attractive dividend policy & valuation Dividend Dividend per share in Cents; Dividend yield in % 5.8 5.4 Broad Research Coverage* 4.3 Consistent NuWays Buy TP € 12.00 3.8 3.5 Pareto Securities Buy TP € 9.00 dividend policy Pay out ratio of Metzler Buy TP € 8.20 30 30 30 21 23 Kepler Cheuvre
Slide 9: Agenda: Business Performance 9M/Q3 2024
Agenda German Corporate Conference 2 | BUSINESS PERFORMANCE 9M/Q3 2024 9
Slide 10: Total revenue and EBIT with great growth
Total revenue and EBIT with great growth 9M X total revenue of the MLP Group 9M X EBIT of the MLP Group inx € million inx € million 763 66.4 675 685 632 52.2 525 47.3 45.2 32.9 347 26.8 2005 2020 2021 2022 2023 2024 2005 2020 2021 2022 2023 2024 *Compound Annual Growth Rate over the period of 9M 202
Slide 11: Key figures: Planning figures for the end of 2025 already achieved or within immediate reach
Key figures: Planning figures for the end of 2025 already achieved or within immediate reach Assets under management* Non-life insurance portfolio volume inX € billion, as of December 31 or September 30, respectively X € million, as of December 31 or September 30, respectively in x x 68.0 736 810 61
Slide 12: Wealth competence field with strong growth
Wealth competence field with strong growth 9M sales revenue X breakdown into competence fields in € million, previous x year's values in brackets Wealth 381 (293) +30 % Life & Health 192 (189) +1 % Wealth management 281 (228) +23 % Old-age provision 145 (144) +0 % Interest income 69 (46) +50 % Healt
Slide 13: 9M EBIT sets new record at €66.4 million
9M EBIT sets new record at €66.4 million Income statement Balance sheet figures MLP Group (in € million) 9M 2024 9M 2023 △ MLP Group September 30, 2024 Total revenue 763.3 684.6 +11 % Balance sheet total €3,987 million EBIT 66.4 45.2 +47 % Shareholders' equity €547 million Finance result 4.7 -1.8 +3
Slide 14: Agenda: Forecast 2024 and Planning 2025
Agenda German Corporate Conference 3 | FORECAST 2024 AND PLANNING 2025 14
Slide 15: Forecast 2024
Forecast 2024 Sales revenue EBIT X very positive: ++, positive: +, neutral: 0, negative: -, very negative: -- inx € million 100-110 96.8 85-95 ++ 59.4 75.6 70.7 Wealth 0 0 Life & Health 2020 2021 2022 2023 2024e 2025p Property & Forecast Planning Casualty EBIT forecast 2024 raised in the course of t
Slide 16: Planning 2025
Planning 2025 2025 EBIT €100 – 110 Growing non-life million insurance business Sustainable Growth & Group synergies • Continued growth in portfolio Increase in assets volumes (plan: €730-810 million) under management • Increase in old-age provision • Contribution from private and revenue • Stable gr
Slide 17: Summary MLP Group
Summary MLP Group Stable business model with high percentage of recurring revenues and solid balance sheet structure Successful growth path and ambitious future plannings Overall trends support further growth ambitions Stable shareholder structure and attractive dividend policy 17
Slide 18: We are happy to answer any questions you may have
We are happy to answer any questions you may have Your contact Pascal Löcher Head of Investor Relations Tel. +49 (0)6222 • 308 • 3559 E-mail pascal.loecher@mlp.de Simon Knaack Tobias Wolf Manager Investor Relations Manager Investor Relations Tel. +49 (0)6222 • 308 • 2715 Tel. +49 (0)6222 • 308 • 433